Pasquale Pisani is a financial advisor at Avanti Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kingsview Wealth Management from 2016 to 2022. Pisani is also involved with Avanti REO LLC, a special purpose entity related to investment activities. Avanti Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and offers ERISA-compliant retirement plan services, combining fiduciary consulting with licensed insurance product offerings.

Ariel Tavor is a financial advisor at Lions Financial Advisory in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Penn Mutual and Hornor Townsend & Kent Inc. Outside of advisory work, he serves as a board member and treasurer for a local charity and is involved in technology and marketing consulting as well as travel consulting businesses. Lions Financial Advisory is an independent firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm provides discretionary portfolio management and written financial planning using multiple analytical methods, with customized management aligned to clients' objectives and risk tolerances.

Joseph Grundy is a CFP® professional with eight years of industry experience and has been self-employed since 1988. He operates Grundy Financial Advisory Services as a sole advisor and engages in gold futures trading for his own personal benefit. Grundy Financial Advisory Services provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs and maintaining a long-term investment approach tailored to clients’ risk tolerance and objectives.

Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

Christopher Mitchell is a financial advisor at Keala Advisors with three years of industry experience. He holds a Series 65 designation and has also operated his own law practice since 2015. Keala Advisors is an independent firm based in New York, NY, with a single-advisor structure.

Daren O'Connor is a financial advisor at LBK Financial LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citigroup Management Corp. since 2015. He serves as a member of the Hanover Township Economic Development Advisory Committee in Whippany, NJ. LBK Financial is an independent wealth management firm serving individuals and small businesses, including high-net-worth clients. The firm offers discretionary investment management and financial planning, focusing on customized portfolios using diversified ETFs and individual equities, with ongoing account monitoring and annual reviews.

James Bogush is the sole advisor at Bull Market Strategies LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience, including three years at Goldman Sachs & Co. LLC. Outside of his financial advisory work, he has operated several businesses since 2011, including Bogush, Inc. and Wall Street Motor Cars, LLC. Bull Market Strategies LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and institutional clients. The firm employs diversified investment strategies including technical analysis, options trading, and both discretionary and non-discretionary account management.

Stephanie Whiston is the principal of Whiston Asset Management in New York City, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked at Hudson Heritage from 2001 to 2017 and has operated Whiston Advisors since 1989. Outside of investment advisory, she is the founding director of the Marine Education Foundation, a charitable organization focused on marine educational programs and fundraising. Whiston Asset Management is an independent advisory firm managing approximately $18 million in discretionary assets for individuals, high-net-worth households, pension and profit-sharing plans, trusts, and small businesses. The firm employs proprietary model portfolios and a strategic asset allocation approach tailored to clients’ retirement and wealth-transfer goals, combining discretionary portfolio management with affiliated consulting services and insurance solutions.

Edwin Hagan Emmin is a financial advisor at Moor Funds with a Series 65 designation and four years of industry experience. He has worked at Moor Funds since 2021 and previously held roles at Titan Alpha Systems and Aztec Exchange. Moor Funds provides discretionary investment management and portfolio construction focused on domestic and international equities for high-net-worth individuals, family offices, pension plans, trusts, estates, and other institutional clients. The firm uses a proprietary AI-driven selection system combined with traditional fundamental analysis and manages a small number of individualized accounts on a discretionary basis.

Brandon Sack is a financial advisor at Active Wealth Advisors with Series 65 registration and one year of industry experience. Prior to joining Active Wealth Advisors, he was involved with GAB Management Corp and has a background that includes six years at Florida Atlantic University. Active Wealth Advisors is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, and a variety of institutional relationships. The firm employs a combination of fundamental analysis, modern portfolio theory, and sector-rotation techniques in its customized investment management, and utilizes a range of instruments including derivatives, futures, and digital-asset products.

Gene Tortorello is a CFA® charterholder with five years of industry experience. He is the principal advisor at 3i Wealth Management LLC and has prior experience at Hedged Alpha Capital Management, PGIM, and First Principles Capital Management. Outside of investment advisory, he provides tax advisory and accounting services. 3i Wealth Management primarily serves individual and high-net-worth clients with portfolio management and financial planning, also offering business and tax advisory services. The firm integrates modern portfolio theory and fundamental analysis with a long-term trading approach, employing derivative-based hedging strategies alongside conventional securities.

Carlos Rodrigues is the sole advisor at Fortune Financial LLC in Livingston, NJ, holding a Series 65 designation with 19 years of industry experience. He has operated Fortune Financial since 2005 and concurrently owns and manages the NJ Elevator Inspection Agency. Fortune Financial provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm’s investment approach includes fundamental analysis, third-party research, and corporate rating services, with portfolio management involving various strategies and monthly reviews conducted by the principal.

Steven Zhang is a CFA® charterholder with three years of industry experience. He is the sole advisor at Youhe Advisors LLC and has been involved with Youhe Invest LLC since 2009. Zhang also holds officer roles in related financial and accounting services businesses. Youhe Advisors LLC provides investment management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and diversified holdings, using research-driven portfolio construction tailored to each client’s risk objectives.

Jason Blumstein is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Julius Wealth Advisors, LLC since 2021, following roles at Satovsky Asset Management and J.P. Morgan Chase & Co. Julius Wealth Advisors, LLC provides financial planning, investment management, behavioral coaching, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a goals-based, tax-aware investment approach emphasizing low costs, long-term holdings, and behavioral coaching to help clients avoid emotional decisions.

Alfred Fortunato is the principal of Allegory Advisory, an independent advisory firm based in New York, NY. He holds a Series 65 designation and has 12 years of industry experience. Prior to founding Allegory Advisory, he held senior roles at Ernst & Young and Arthur Andersen. Allegory Advisory provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, managing approximately $34.6 million in assets across about 30 clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing asset allocation, low-cost diversified funds, tax-aware asset location, and quantitative metrics in portfolio construction.

Robert Solimano is a financial advisor at Angel Oak Financial Services LLC in Montvale, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with Angel Oak Financial Services since 2015. Angel Oak Financial Services LLC provides comprehensive financial planning and fee-only investment management to individuals and small businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, emphasizing globally diversified, long-term portfolios with attention to downside protection and tax efficiency.

Mauro Leos is a financial advisor at Next Pronto Capital Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CLSA Americas, CITIC Securities International USA, and Neuheit Associates. He is the founder of Next Pronto LLC, a financial planning business. Next Pronto Capital Advisors provides fee-only financial planning and wealth management services to individuals, families, and small businesses. The firm uses a bottom-up investment approach that emphasizes intrinsic value and corporate governance, offering tailored planning, portfolio construction, and an optional discretionary service to manage held-away retirement accounts.

Erik Dellith is the principal of Dellith Wealth Advisory in Fairview, NJ, holding Series 63 and Series 65 licenses with four years of industry experience. His background includes roles at Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. He has teaching experience at Bergen Community College and the University of Mount Saint Vincent. Dellith Wealth Advisory offers portfolio management and financial planning for individuals, high-net-worth clients, and business entities. The firm uses multiple methods of analysis and requires client approval for transactions, focusing on personalized investment policy statements and a range of strategies from long-term investing to options trading.

Srdana Pokrajac is a CFA® charterholder and financial advisor with two years of industry experience, currently serving as the sole advisor at Planbound, LLC in New York, NY. She has been involved with Planbound since 2023 and also maintains a role at Wize Venture, Inc. Outside of her advisory work, she is engaged with Spartan Planning Group, a fee-only financial planning firm serving families, individuals, and organizations. Planbound offers financial planning, wealth management, and financial education services to individuals, high-net-worth clients, and small businesses. The firm uses a diversified, primarily passive investment approach and supports various engagement structures, including asset-based management, flat-fee planning, and hourly consulting.

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.